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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.71
Change-$0.12 (-0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. JDVCX (475M). RLBCX pays higher dividends than JDVCX: RLBCX (1.98) vs JDVCX (0.61). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 20.49 vs. JDVCX (17.69). RLBCX return over 5 years is better than : 33.23 vs. JDVCX (-2.23).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | 10.265 | 13.748 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 236B | 0% |
| Annual Yield % from dividends | 0.61 | 1.98 | 31% |
| Returns for 1 year | 17.69 | 20.49 | 86% |
| Returns for 3 years | -15.58 | 9.74 | -160% |
| Returns for 5 years | -2.23 | 33.23 | -7% |
| Returns for 10 years | 0.62 | 48.12 | 1% |
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